DYLAN SPENCE, CFP®, RRC®, RIPC
President & CEO
Dylan is a CERTIFIED FINANCIAL PLANNER Professional and Registered Retirement Consultant, as well as with over 13 years of personal investment experience. His love of finance began after purchasing common shares in an oil company at age 14. By age 22, he was contracted by a large mutual fund dealer and oversaw and managed investments, insurance, tax and financial planning for hundreds of clients.
Reflecting on the business model, Dylan realized his clients would be better served in a smaller more independent environment with less red tape and no bulky management structure.
Founding Astoria Wealth Management allowed for upgraded technology and less paper which resulted in quicker processing, reduced fees to clients, and a wider variety of investment and insurance options.
Dylan is always looking to upgrade his education, and is currently in the pursuit of multiple additional industry designations.